Author Archives: Lifenotes

A bright future: Own the game ⚽🏀

Life can be difficult. Do we want to moan about them or solve them? Do we blame our lives for being unfair, whine and resigned to fate? We cannot solve life’s problems except by solving them. Hope is not a strategy. We have to take responsibility to solve the problem.
Own the game.More

💡 A paradoxical principle for parents: Don’t make your kid’s life easy 💡

“儿孙能如我，何必留多财，倘若不如我，多财亦是空，不为自己求利益，但愿大众共安宁”。 If the children and grandchildren can be like me, then they require not of material inheritance;If the children and grandchildren are not like myself, then of what use is my wealth to them?Do not seek personal interests but peace for all Robert Kuok’s mother, Tang Kak Ji wrote these words herself and then got…More

🚀Challenging Nike and Adidas in China: ANTA, Li Ning🏃🏀 (June 2022)

I take a longer-term perspective by looking at their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about these companies, detailed quarter-to-quarter analysis and strategies discussion that I do not want to replicate. Nothing in this article is intended to be financial advice and should not be…More

🚀A potential compounder: Tesla 🚗 (June 2022)

I take a longer-term perspective by looking at their years of financial performance and accompanying financial metrics compared to their competitors. There is a lot of information publicly available about Tesla, detailed quarter-to-quarter analysis and strategies discussion that I do not want to replicate. Nothing in this article is intended to be financial advice and…More

🚀 What makes Amazon, a mega-compounder? 🏆💸

This is a series of case studies on mega-compounders. By studying these mega-compounders, I hope to learn and identify potential long-term high-quality compounders. I take a perspective of looking at their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about Amazon, detailed quarter-to-quarter analysis and strategies discussion…More

Fallacies of “Once Bitten, Twice Shy”

Experiences can be a liability; use them appropriately. “Once bitten, twice shy” means that someone will not do something a second time because they had a bad experience the first time they did it. After reading “How to Decide: Simple Tools for Making Better Choices” by Annie Duke, I realize the phrase is incorrect in…More

📚 Nothing But Net by Mark Mahaney 📚

A book about 10 lessons by legendary tech analyst, Mark Mahaney.
Tech companies have disrupted traditional companies and some have beaten other tech companies. It has some of the fastest growing companies but also a roller coaster too.
This is a great book with great stock-picking lessons and insights into investing tech companies by a top tech analyst with a good history of the winners and losers. More

The great investing myth (4): Dividends matter 💰

Many love dividend stocks for its consistent source of income. However, with disruptions, competition and liberalization, the ability to pay out good dividend and stay competitive become difficult. Let’s examine Berkshire Hathaway’s stand on dividends as well as what are we investing in. More